Connector · CRM & business systems
AI search over Dynamics 365, on your own infrastructure.
Ask questions across your Dynamics 365 content and get cited answers, with access limited to what each person can already open. The connector runs inside your environment and keeps content in sync.
- Category
- CRM & business systems
- Runs in
- Your infrastructure
- Permissions
- Carried from Dynamics 365
- Sync
- Continuous, no manual uploads
In short
The DeepVox Dynamics 365 connector reads the Dynamics 365 content you choose, inside your own infrastructure, and carries its permissions across. People ask in chat, voice or other tools and get answers that cite the Dynamics 365 source, limited to content they are already allowed to see.
What it does
Connected, governed, cited.
Permissions carried across
Answers only draw on content the person can already open in Dynamics 365.
Continuous sync
New and changed content is picked up without manual uploads.
Runs in your environment
Content is never copied to a third-party AI service.
Cited answers
Every answer links to the Dynamics 365 item it came from.
Typical content
What we usually index from Dynamics 365.
Scope is agreed in discovery: which spaces, folders, projects or tables to include.
- Accounts, contacts and cases
- Opportunities
- Notes and activities
What people ask
Example questions.
- “Summarise this customer’s open cases.”
- “Which opportunities mention compliance?”
- “What did we promise in the last renewal?”
Works alongside
Often connected together.
FAQ
Questions, answered.
Does the Dynamics 365 connector copy our data to a vendor?
No. The connector, index and models run in your own infrastructure.
Are Dynamics 365 permission changes reflected?
Yes. Permissions are kept in sync with Dynamics 365, so access changes there are reflected in answers.
Can you connect a system that isn’t listed?
Yes. Anything with an API, a database or an export can be connected; we build the connector during customization and the code is yours.
Related
Knowledge & retrieval
What happens after content is connected.
Learn more →Access control
Who uses which agent, on what data.
Learn more →All connectors
27 connectors across six categories.
Learn more →Search Dynamics 365 without sending it anywhere.
We’ll connect a sample in the proof of concept. Or write to sales@deepvox.ai.